OpenAI's shocking fall from grace as investors race to Anthropic

OpenAI’s shocking fall from grace as investors race to Anthropic

Los Angeles Times

I don’t know how OpenAI screwed this up. They had the best tech, the largest installed base, the best brand recognition.

And somehow instead of prosecuting the lead in all areas, they got all hubristic and sloppy and just failed to iterate on the core product, while also failing to respond quickly when Anthropic showed that coding agents are the flywheel that makes the whole company faster.

It’s like they thought they had an unassailable monopoly and speedran to the lazy incumbent position, all in a matter of months.

It's clearly because they didn't hire me after I applied :)

In all seriousness, I use Codex for work and Claude at home, and I feel like nowadays they're actually pretty competitive with each other. I don't know that it's that far behind.

I agree that they clearly erroneously assumed that no one would be able to catch up with them, though. OpenAI had such a head start that that should have been by itself a moat.

Does it matter that codex is now as good as claude code?

Check dev spaces like twitter and discord and all anyone talks about is claude-code, openclaw, opus 4.6 etc.

The mindshare went to anthropic.

that's why openai bought openclaw
I mean they hired the guy who created it. It's not exactly like openclaw is a real product.
Also not like it’s a particularly good piece of tech. It was the first to show a new category. But jeebus the design and security are a nightmare. Any of the numerous other claws are better choices for anything serious.
Just like OpenAI's original moat, I don't think that's particularly durable. I've already seen plenty of people swing back to preferring codex, and it'll probably swap again with the next model drop. Openclaw is potentially better integrated with ChatGPT at this point because of the explicit subscription support.